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Allworth Financial, L.p. CRD 111167
$33.6B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-01 |
Branch Locations
1331 N California Blvd Suite 250, Walnut Creek, CA 94596 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seasons 52 | Houston | TX | 08/2019 | 06/2021 |
| Horse & Hounds Restaurant | Ocala | FL | 01/2019 | 06/2019 |
| Palm Chevrolet | Ocala | FL | 06/2018 | 10/2018 |
| Hayrack Ranch | Wyola | MT | 12/2017 | 07/2018 |
| Bent Fork Llc | Loveland | CO | 01/2006 | 12/2017 |
| Legalinc Corporate Services Inc. | Fort Collins | CO | 09/2014 | 12/2016 |
| Jpmorgan Chase Bank, N.A. | Ocala | FL | 09/2018 | 06/2023 |
| Del Monte Group | Alamo | CA | 07/2023 | 05/2024 |
| Allworth Financial | Alamo | CA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-27 |
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